Pathward Financial, Inc.

CASH

Exchange: Nasdaq
Industry: National Commercial Banks
SEC CIK: 0000907471

SEC filings (opens in a new tab)

No open-market purchases or sales by Pathward Financial, Inc. insiders were filed in the last 90 days; 288 institutions reported holding it in 13F filings for Q2 2026, worth $1.91B in total; Chou Associates is the only superinvestor holding it.

Q2 2021 vs. Q1 2021

How the institutions holding Pathward Financial, Inc. changed between Q1 2021 and Q2 2021.

All holders in Q2 2021 All holders in Q1 2021

13F holders of CASH: Q1 2021 compared with Q2 2021
Measure	Q1 2021	Q2 2021	Change
Holders	163	185	+22
Shares	25.3M	25.4M	+146.4K (+0.6%)
Value	$1.13B	$1.30B	+$168.3M (+14.9%)

New holders (35)

Institutions that held Pathward Financial, Inc. at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to CASH in Q2 2021
Institution	Shares	Value	% of portfolio
Epoch Investment Partners, Inc.	312,295	$15.8M	0.08%
Kennedy Capital Management, Inc.	103,406	$5.24M	0.11%
Brandywine Global Investment Management, LLC	64,932	$3.29M	0.02%
State of New Jersey Common Pension Fund D	49,410	$2.50M	0.01%
Marshall Wace, LLP	33,701	$1.71M	0.01%
DuPont Capital Management Corp	17,417	$882.0K	0.02%
Amalgamated Bank	16,272	$824.0K	0.01%
United Capital Financial Advisers, LLC	16,000	$810.0K	0.00%
Wedbush Securities Inc	15,722	$796.0K	0.04%
Assenagon Asset Management S.A.	15,160	$768.0K	0.00%
Tudor Investment Corp Et Al	14,511	$735.0K	0.01%
Los Angeles Capital Management LLC	11,500	$582.0K	0.00%
Handelsbanken Fonder AB	10,600	$537.0K	0.00%
Yorktown Management & Research Co Inc	10,000	$506.0K	0.40%
PEAK6 Investments LLC	7,562	$383.0K	0.01%
First Republic Investment Management, Inc.	7,151	$362.0K	0.00%
Sequoia Financial Advisors, LLC	6,000	$304.0K	0.01%
Envestnet Asset Management Inc	5,866	$297.0K	0.00%
State of Wisconsin Investment Board	5,800	$294.0K	0.00%
Range Financial Group LLC	4,859	$246.0K	0.18%
Quantedge Capital Pte Ltd	4,500	$228.0K	0.11%
6 Meridian	4,277	$217.0K	0.02%
Cambria Investment Management, L.P.	4,195	$212.0K	0.04%
Teacher Retirement System of Texas	4,168	$211.0K	0.00%
Eqis Capital Management, Inc.	4,104	$208.0K	0.02%
Cetera Investment Advisers	4,108	$208.0K	0.00%
Price T Rowe Associates Inc	3,986	$202.0K	0.00%
Shell Asset Management Co	3,521	$178.0K	0.00%
Exane Derivatives	1,852	$92.2K	0.02%
Simplex Trading, LLC	1,606	$81.0K	0.00%
BBVA USA	892	$45.0K	0.00%
Assetmark, Inc	72	$4.00K	0.00%
Harbour Investments, Inc.	10	$1.00K	0.00%
Advisory Services Network, LLC	22	$1.00K	0.00%
Berman Capital Advisors, LLC	30	$1.00K	0.00%

Sold out (13)

Institutions that held Pathward Financial, Inc. at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of CASH in Q2 2021
Institution	Shares, Q1 2021	Value, Q1 2021
Maltese Capital Management LLC	160,530	$7.27M
Roubaix Capital, LLC	72,552	$3.29M
California Public Employees Retirement System	68,100	$3.09M
Ergoteles LLC	23,450	$1.06M
HRT Financial LP	19,380	$878.0K
Mutual Advisors, LLC	10,178	$461.0K
Campbell & CO Investment Adviser LLC	9,200	$417.0K
ExodusPoint Capital Management, LP	8,229	$373.0K
Caxton Associates LP	6,919	$313.0K
Platt Investment Counsel, LLC	292,074	$292.0K
Susquehanna International Group, LLP	4,841	$219.0K
Lantz Financial LLC	122,341	$122.0K
Sowell Financial Services LLC	266	$13.0K